BW
SW

BIP Wealth’s Smurfit Westrock SW Stock Holding History

BIP Wealth’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.87M Buy
62,038
+47
+0.1% +$1.94K 0.08% 160
2026
Q1 		$2.47M Sell
61,991
-388
-0.6% -$16.7K 0.1% 123
2025
Q4 		$2.41M Buy
+62,379
New +$2.38M 0.09% 136
2025
Q3 		– Sell
-62,579
Closed -$2.7M – 314
2025
Q2 		$2.7M Sell
62,579
-2
-0% -$86 0.17% 61
2025
Q1 		$2.82M Sell
62,581
-500
-0.8% -$25.4K 0.18% 58
2024
Q4 		$3.4M Buy
63,081
+2
+0% +$102 0.23% 51
2024
Q3 		$3.12M Buy
+63,079
New +$2.87M 0.21% 49

Other funds holding SW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BIP Wealth's SW Position: Q2 2026 in Review

BIP Wealth increased its Smurfit Westrock (SW) stake by 0.08% in Q2 2026, buying an estimated $1.94K and bringing the position to 62,038 shares worth $2.87M. The position accounts for 0.08% of the portfolio, ranked #160.

BIP Wealth first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.4M in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • BIP Wealth held 62,038 shares of Smurfit Westrock worth $2.87M as of Q2 2026.
  • BIP Wealth bought 47 Smurfit Westrock shares in Q2 2026, an estimated $1.94K.
  • Smurfit Westrock made up 0.08% of BIP Wealth's portfolio in Q2 2026, its #160 holding.
  • BIP Wealth first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • BIP Wealth's Smurfit Westrock position peaked at $3.4M in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.